Estate planning at Bangor Savings
How to protect 15 Bangor Savings accounts — manage beneficiaries in-branch, fund a trust in-branch, and file claims through Bangor Savings's Bangor Wealth Management
Phone1-877-226-4671
Mailing Address
Bangor Savings Bank, PO Box 930, Bangor, ME 04402
Administration
Phone Banking
WebsiteLearn more→
Estate Settlement / Branch Services
Phone1-877-226-4671
Mailing Address
Bangor Savings Bank, PO Box 930, Bangor, ME 04402
Verified Apr 2026
Bangor Savings offers 15 consumer accounts that interact with estate planning in distinct ways. Of those, 13 can name a trust as beneficiary or be retitled into a trust. Understanding the transfer methods available for each account type helps families keep assets out of probate and ensure they pass to the right people.
Account holders can update their beneficiary designations at Bangor Savings in branch, by mail, and by phone. Accounts can also be retitled into a trust to keep them out of probate entirely.
Bangor Savings has documented procedures for both preparing accounts during your lifetime and handling claims when an account holder passes away.
Preparing your estate
Beneficiaries and trust funding
How to update beneficiaries in-branch, fund a trust in-branch, and review 15 account types at Bangor Savings.
View details →When someone dies
Death claim process
Contact Bangor Savings's Bangor Wealth Management to file a claim. 5-step process, 7 required documents, and contact information for survivors.
View details →Reach Bangor Savings's Bangor Wealth Management at 1-800-585-6145 for help with any of these procedures. Email inquiries can be sent to wealth@bangor.com.
Because Bangor Savings serves a limited number of states, procedures for trust funding and beneficiary changes may differ depending on your location. Verify availability before starting.
Frequently asked questions
Yes. Bangor Wealth Management provides professional trust administration services, including serving as Trustee or co-Trustee for both revocable and irrevocable trusts. The firm manages over $3.5 billion in assets and serves over 1,800 clients including individuals, families, businesses, municipalities, and non-profits. Services include investment management, discretionary distributions, tax reporting, and annual consultations with clients and advisors. Bangor Wealth Management of New Hampshire LLC, a wholly-owned subsidiary, offers access to favorable New Hampshire trust and tax laws for both residents and non-residents. Contact the wealth management team at 1-800-585-6145 or wealth@bangor.com.
Yes. The Statement Savings account has a fiduciary version designed specifically for trust and estate accounts. This can be used by executors, administrators, or trustees who need to manage funds on behalf of an estate or trust. Visit a local branch with the trust or estate documentation to open a fiduciary account.
Bangor Wealth Management of New Hampshire LLC is a wholly-owned subsidiary of Bangor Savings Bank that provides trust and wealth management services with access to favorable New Hampshire trust and tax laws. New Hampshire has no state income tax on trust income for qualifying trusts and offers strong asset protection provisions. The subsidiary serves both New Hampshire residents and non-residents seeking the benefits of New Hampshire trust law. Contact the wealth management team at 1-800-585-6145 or wealth@bangor.com.
Sources
Data sourced from Bangor Savings primary sources (17 pages reviewed). How we research.
Phone1-877-226-4671
Mailing Address
Bangor Savings Bank, PO Box 930, Bangor, ME 04402
Administration
Phone Banking
WebsiteLearn more→
Estate Settlement / Branch Services
Phone1-877-226-4671
Mailing Address
Bangor Savings Bank, PO Box 930, Bangor, ME 04402
Verified Apr 2026
Estate planning articles
Learn how to protect your Bangor Savings accounts and other assets with trusts, beneficiary designations, and estate planning documents.
